Tom worked for decades to build his business. Now he has a plan to exit on his terms
Working with Compound Advisory helped him plan to maximize value and exit tax-smart.
The Real Cost of Winging It
Purchase Price Is Only 40% of the Equation
One owner received a $20M offer and accepted immediately—netting $14.9M after taxes. Another spent two years planning with our team before going to market. Result: $60M at first close, with an $80M second transaction on the horizon.
Our Approach
Tax Architecture
Strategic planning 2-5 years out can save $1M-$5M+ in taxes through trust structures, QSBS qualification, and estate planning.
Valuation Engineering
We partner with leading M&A advisors to run competitive auctions that consistently lift valuations 15-30% above initial offers.
Deal Structure & Timing
First bite, second bite, partial recaps—the right structure can multiply your total proceeds and capture future growth.
We coordinate your entire team—tax attorney, CPA, estate planner, and M&A advisors—so nothing falls through the cracks.
The Planning Window
- Tax strategies fully available
- Business positioned for premium multiple
- Competitive auction process
Result: $3M-$10M+ additional proceeds
- Most tax strategies unavailable
- Accept first offer (typically 15-30% below market)
- Pay full ordinary income tax
Result: Millions left on table
Most high-value strategies need 18-36 months to implement. Where are you on the timeline?
Real Results from Real Business Owners
"HVAC Company: $3.1M Tax Savings"
"SaaS Company: $4M Valuation Increase"
"Consumer Brand: $5M+ Tax Reduction"
Ready to Maximize Your Exit?
Get a clear picture of your business value and see where you could be leaving money on the table.